Introduction

Welcome to Gallagher - a global community of people who bring bold ideas, deep expertise, and a shared commitment to doing what's right. We help clients navigate complexity with confidence by empowering businesses, communities, and individuals to thrive. At Gallagher, you'll find more than a job; you'll find a culture built on trust, driven by collaboration, and sustained by the belief that we're better together. Whether you join us in a client-facing role or as part of our brokerage division, our benefits and HR consulting division, or our corporate team, you'll have the opportunity to grow your career, make an impact, and be part of something bigger. Experience a workplace where you're encouraged to be yourself, supported to succeed, and inspired to keep learning. That's what it means to live The Gallagher Way.

Overview

Gallagher's M&A and Private Equity and Portfolio Solutions Practice (GMAPS) is a specialized team committed to navigating the high-stakes, fast-paced world of mergers and acquisitions. The team focuses on reducing uncertainty, safeguarding value, and empowering clients to make informed decisions at every stage of the deal lifecycle.

How you'll make an impact

The Role of the Account Manager

The Account Manager (AM) plays a vital supporting role within Gallagher's Private Equity practice, partnering with the Account Executive (AE) to deliver outstanding service to portfolio companies. While the AE drives strategic direction and manages complex engagements, the AM focuses on ensuring flawless execution of day-to-day service needs, coordinating renewals, and maintaining coverage. Additionally, this role offers the opportunity to lead and serve as the strategic partner for non-complex accounts.

This position demands strong technical insurance expertise, responsiveness, and a client-first approach. The AM is responsible for managing service workflows, identifying coverage gaps, and collaborating with diligence, claims, and specialty teams to provide a seamless client experience. By prioritizing operational excellence and proactive communication, the AM plays a key role in driving client retention, satisfaction, and efficiency across the portfolio.

Key Relationships

• GMAPS Account Executive Team
• GGB Producers
• Diligence Team Members
• Client and Branch Stakeholders

Key Responsibilities

• Assist the Account Executive (AE) with diligence reviews and calls, particularly for non-complex deals.
• Respond promptly to same-day requests for policy reviews or addressing red flag issues.
• Deliver plug-and-play solutions with minimal need for follow-up from the AE or diligence team.
• Oversee service delivery by delegating tasks effectively and ensuring accountability for efficient completion.
• Uphold a 24-hour response time standard, ensuring clear communication and avoiding unanswered inquiries.
• Proactively identify opportunities for renewal restructuring and address coverage gaps to optimize client outcomes.
• Collaborate with diligence, claims, and specialty teams to ensure seamless execution and a high-quality client experience.

Objectives for Success

• Demonstrate a clear understanding of the pace and expectations within PE-backed environments and how insurance supports operational goals.
• Apply basic knowledge of balance sheets, EBITDA, and accruals to align coverage and develop effective renewal strategies.
• Collaborate closely with the Account Executive (AE) to execute client strategies, bringing in necessary resources and managing day-to-day service needs.
• Understand client values and leverage Gallagher's solutions to address their needs, focusing on problem-solving rather than selling.
• Exhibit expertise in negotiating coverage and managing renewals with retail carriers to ensure optimal outcomes.
• Support the AE in identifying restructuring opportunities based on acquisitions or shifts in performance.
• Maintain a strong understanding of how lines of coverage interact, proactively flagging and addressing gaps.
• Participate in diligence or deal review calls, providing technical insights to support the AE and producers.
• Operate with a service-first mindset and a sense of urgency to consistently meet client expectations.
• Adapt to supporting multiple producers and adjust effectively to varying working styles.
• Deliver clear, concise updates and documentation to clients and internal teams to ensure alignment and transparency.

Cultural Expectations

Client-First Mentality
We are a Sales and Marketing Company dedicated to providing excellence in Risk Management Services to our clients.
The Account Manager (AM) collaborates with the Account Executive (AE) to provide proactive, client-focused service, prioritizing problem-solving over product promotion.

Collaborative Spirit
We support one another. We believe in one another. We acknowledge and respect the ability of one another.
Collaborates effortlessly with Account Executives (AEs), producers, and specialists to deliver a cohesive and high-quality client experience.

Ownership & Accountability
Never ask someone to do something you wouldn't do yourself.
Demonstrates pride in execution, consistently follows through on commitments, and supports the Account Executive (AE) with a lead-by-example approach.

Urgency & Problem-Solving
We run to problems - not away from them.
Addresses client needs promptly and proactively identifies potential issues to prevent delays or errors.

Professional Excellence
We push for professional excellence. We can all improve and learn from one another.
Consistently enhances technical expertise and market knowledge to strengthen AE strategies and drive optimal client outcomes.

Empathy & Trust
Empathy for the other person is not a weakness. To trust and be trusted is vital.
Fosters trust by demonstrating clear communication, dependability, and respectful collaboration.

About You

Requirements:

Bachelor's degree with 5+ years client service and/or claims management experience OR - High School degree/GED with 8+ years client service and/or claims management experience

Property and Casualty Insurance License

Compensation and benefits

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits you'll get, depending on your job level these benefits may improve:

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave

Other benefits include:

• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program - elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable matching gift program
• And more .

.The benefits summary above applies to Full time positions. If you are not applying for a Full time position, details about benefits will be provided during the selection process.

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and it's Embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as protected characteristics ) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.